Manager Marketing

JOHN N. IMBRIALE

Oceanside, NY ***** 917-***-**** ***********@*******.*** linkedin.com/in/johnimbriale/ VALUE PROPOSITION

Subject matter expert on investment performance and risk analysis for portfolio management.

Orchestrated the analysis, mitigation, and reporting of portfolio performance and risk.

Redesigned a suite of process enhancements to reduce the audited client reporting by two business days.

Modernized the production of performance results from a monthly to daily frequency.

Expert on investment operations adept at implementing applications and optimizing workflow processes.

Principled leader and business partner known for constructing and inspiring ethical high-performance teams.

Launched a firm wide performance/risk training workshop.

Evaluated existing systems, vendor software, consultant databases and implemented cost cutting measures saving the firm approximately $400K on an annual basis.

AREAS OF EXPERTISE

Asset & Portfolio Management Quantitative Financial Analysis Risk Management Asset Allocation Third Party Risk for Vendor Applications Compliance for GIPS Performance Attribution Operations Research Project Management Various Asset Classes Program Management Business Analysis Change Management Wealth Management Team Building Training and Presentation PROFESSIONAL EXPERIENCE

FRANKLIN TEMPLETON INVESTMENTS

Senior Manager – Global Performance Analytics & Risk 3/05 – 5/19 Guided a team of eight performance analysts and three composite analysts in the analysis and publication of financial performance for $650B in institutional (INSTL) and high-net-worth (HNW) business across three entities (Franklin, Templeton, Fiduciary Trust). Owned workflow processes, performance measurement training, and analytical consulting services for both internal and external clients.

Implemented several investment performance applications as business project manager.

Eliminated false-positive alerts in the exception processing workflow, freeing up analyst time to work on value-added services (including attribution and commentary).

Spearheaded the generation of cleaner, more accurate data and significantly reduced time spent scrubbing data by launching a firm wide training initiative on performance and risk analysis.

Transformed and maintained the marketing composites for GIPS compliance.

Created and approved all GIPS disclosures for the marketing team for external consumption.

Monitored third party risk for performance measurement and risk vendor applications.

Designed and implemented specific performance reports for utilization by senior management for the compensation of portfolio managers.

JOHN IMBRIALE

Oceanside, NY 11572 917-***-**** ***********@*******.*** linkedin.com/in/johnimbriale/ PAGE TWO

ADDITIONAL EXPERIENCE INCLUDES:

MORGAN STANLEY INVESTMENT MANAGEMENT

Vice President – Global Performance Analytics & Risk 3/04 – 3/05 Led a team of three performance analysts responsible for publishing fixed income data for clients and the firm’s website. Responsible for fixed income attribution, risk analysis and portfolio characteristics for separately managed accounts /mutual funds. Overlooked the firm’s marketing composites for GIPS compliance and the verification process.

Transformed all fixed income accounts from the legacy system to the firms existing platform.

Documented workflows for the fixed income risk and attribution models.

Created and approved all GIPS disclosures for the marketing team for external consumption. GOLDMAN SACHS AND COMPANY

Vice President – GSAM Risk and Performance Analytics 9/99 – 3/04 Started up the Performance Measurement and Risk Analysis Group within the Investment Management Division private wealth management. Negotiated the hire of six analyst responsible for reporting performance data and risk statistics for client portfolios.

Launched a comprehensive performance/risk training sessions for internal/external clients.

Led the implementation process for a proprietary performance application.

Created and approved all GIPS disclosures for the marketing team for external consumption.

Developed asset allocation and composite research reports to determine the contribution of return attributed to a composite.

Redesigned a Web based performance research tool which reduced the time to research monthly breaks by five business days.

EDUCATION

Bachelor of Science (B.S.) - Quantitative Analysis (Minor in Economics) ST. JOHN’S UNIVERSITY

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